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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,729 | $101,653+5.0% | $147,080-27.4% | $74,459+43.3% |
| Participation rate | 34.0% | 75.6%-41.6pp | 82.2%-48.2pp | 67.2%-33.3pp |
| Annual return | 23.28% | 8754.98%-8731.7pp | 420.17%-396.9pp | 1369.70%-1346.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,967 | $7,304-59.4% | $8,066-63.2% | $4,350-31.8% |
| Admin fee / account holder | $7 | $1,752-99.6% | $12,989-99.9% | $1,945-99.7% |